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REVVITY (RVTY)

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Earnings summaries and quarterly performance for REVVITY.

Research analysts who have asked questions during REVVITY earnings calls.

Vijay Kumar

Vijay Kumar

Evercore ISI

7 questions for RVTY

Also covers: A, ABT, AVTR +23 more
Luke Sergott

Luke Sergott

Barclays

6 questions for RVTY

Also covers: A, AVTR, BRKR +20 more
Patrick Donnelly

Patrick Donnelly

Citi

5 questions for RVTY

Also covers: A, AVTR, BIO +24 more
Andrew Cooper

Andrew Cooper

Raymond James

4 questions for RVTY

Also covers: AZTA, CDNA, CTKB +12 more
Catherine Schulte

Catherine Schulte

Baird

4 questions for RVTY

Also covers: A, CSTL, EXAS +8 more
Dan Arias

Dan Arias

Stifel Financial Corp.

4 questions for RVTY

Also covers: A, BLLN, GH +11 more
Daniel Brennan

Daniel Brennan

TD Cowen

4 questions for RVTY

Also covers: A, ADPT, AVTR +25 more
DL

Dan Leonard

UBS Group AG

4 questions for RVTY

Also covers: A, AVTR, BIO +13 more
Michael Ryskin

Michael Ryskin

Bank of America Merrill Lynch

4 questions for RVTY

Also covers: A, ALGN, AVTR +29 more
PS

Puneet Souda

Leerink Partners

4 questions for RVTY

Also covers: A, ABCL, BRKR +21 more
MS

Matthew Sykes

Goldman Sachs Group Inc.

3 questions for RVTY

Also covers: A, ADPT, AVTR +21 more
Tycho Peterson

Tycho Peterson

Jefferies

3 questions for RVTY

Also covers: A, AVTR, BIO +22 more
BC

Brandon Couillard

Wells Fargo

2 questions for RVTY

Also covers: A, AVTR, BLLN +4 more
DB

Dan Brennan

UBS

2 questions for RVTY

Also covers: A, ADPT, AVTR +17 more
DA

Daniel Arias

Stifel, Nicolaus & Company, Incorporated

2 questions for RVTY

Also covers: A, AVTR, CDXS +15 more
DL

Daniel Leonard

Stifel Financial Corp.

2 questions for RVTY

Also covers: A, AVTR, BIO +15 more
Doug Schenkel

Doug Schenkel

Wolfe Research LLC

2 questions for RVTY

Also covers: A, AVTR, BRKR +19 more
JW

Josh Waldman

Cleveland Research

2 questions for RVTY

Also covers: MTD
Brandon Couillard

Brandon Couillard

Wells Fargo & Company

1 question for RVTY

Also covers: A, AVTR, BIO +10 more
CR

Catherine Ramsey

BTIG

1 question for RVTY

Also covers: A, EXAS, MTD
Douglas Schenkel

Douglas Schenkel

Wolfe Research, LLC

1 question for RVTY

Also covers: A, AVTR, BRKR +21 more
Jack Meehan

Jack Meehan

Nephron Research LLC

1 question for RVTY

Also covers: A, AVTR, BIO +18 more
Rachel Vatnsdal

Rachel Vatnsdal

JPMorgan Chase & Co.

1 question for RVTY

Also covers: A, AKYA, AVTR +11 more
Subbu Nambi

Subbu Nambi

Guggenheim Securities

1 question for RVTY

Also covers: ADPT, BLLN, BOLD +23 more
TP

Tycho Pedersen

Jefferies

1 question for RVTY

Recent press releases and 8-K filings for RVTY.

Revvity provides 2026 guidance and AI-driven growth outlook
RVTY
Guidance Update
Product Launch
Share Buyback
  • Revvity reported solid Q4 execution and reiterated 2–3% organic growth guidance for 2026, underpinned by cost measures enacted in Q4 2025 to drive outsized margin expansion in 2026 and early 2027.
  • The Revvity Signals software platform is positioned as a net beneficiary of AI; three major product launches—Synthetica, BioDesign, and Labgistics—are slated by early 2027 to help double the business within five years.
  • In immunodiagnostics, ex-China performance remained strong, with U.S. revenue share rising from 5% to 20% post-acquisition and an objective to double U.S. market penetration, while China diagnostics is conservatively expected to decline mid-20s% in 2026.
  • Capital allocation priorities include opportunistic share buybacks—12% of shares repurchased since 2023—servicing a €500 million bond due July, and pursuing bolt-on M&A to fill strategic portfolio gaps.
2 days ago
Revvity provides 2026 outlook and strategic roadmap
RVTY
Guidance Update
Product Launch
Share Buyback
  • Prahlad Singh reiterated 2–3% organic growth guidance for 2026, with cost-saving measures driving margin expansion to 28% by year-end and further gains in early 2027.
  • Life Science Solutions saw reagent revenues return to growth in Q4, while instrument order trends are improving; the business is expected to move from low-single-digit declines to modest growth as platforms drive consumable pull-through.
  • Diagnostics outperformed on reproductive health and newborn screening, with ex-China immunodiagnostics strong; U.S. immunodiagnostics now represents 20% of sales and is targeted to double, while China diagnostics is conservatively forecast down mid-20% in 2026.
  • Revvity Signals is positioned as a net AI beneficiary, with upcoming launches of Synthetica, BioDesign and Logistics aimed at doubling the platform’s revenue over five years.
  • Capital allocation remains opportunistic: 12% of shares repurchased since 2023, a €500 million bond due July to be refinanced, and focus on bolt-on M&A after deploying ~$10 billion in strategic transactions.
2 days ago
Revvity outlines 2026 guidance and strategic priorities at TD Cowen Conference
RVTY
Guidance Update
Product Launch
Share Buyback
  • At the TD Cowen conference, Revvity reaffirmed 2026 organic growth guidance of 2–3%, assuming pharma-biotech market stability, and outlined cost measures driving outsized margin expansion in H2 2026 and into H1 2027.
  • Life Science Solutions: reagent sales have grown in four of the last five quarters despite market weakness, while instrument demand is expected to shift from negative to positive low single-digit growth as installed platforms drive consumable pull-through.
  • Software: Revvity Signals is positioned as a regulated AI-ready platform; upcoming NPIs—BioDesign, Synthetica (full launch by late 2026/early 2027), and Labgistics—are key to the goal of doubling Signals revenue over the next five years.
  • Immunodiagnostics ex-China posted strong growth; the U.S. now represents ~20% of immunodiagnostics revenues (vs. 5% at acquisition), with plans to double share and expand into esoteric autoimmune testing.
  • Capital allocation: Revvity repurchased 12% of shares (~15 million) since 2023, will repay a €500 million bond in July, and remains opportunistic on bolt-on M&A.
2 days ago
Revvity outlines 2026 strategy and financial outlook at Raymond James conference
RVTY
Guidance Update
Product Launch
New Projects/Investments
  • Revvity is a $3 billion company split 50% between life sciences and diagnostics, with 85% of revenue recurring.
  • Management highlighted four innovation pillars: major software NPIs (Xynthetica, BioDesign, Signals LabGistics), integrated life sciences/diagnostics workflows, a growing GMP reagents pipeline, and U.S. immunodiagnostics expansion.
  • 2026 guidance calls for 2–3% organic growth on ~$3 billion revenue, an adjusted operating margin of 28% (up ~100 bps), and high single-digit EPS growth.
  • Operational excellence initiatives have driven 90% free cash flow conversion, repurchased 10% of shares since launch, and target 100 bps margin expansion in 2026 with further gains in 2027.
  • AI is viewed as a net tailwind for both software (via Xynthetica) and reagents, expected to accelerate discovery and create a wet-lab validation bottleneck.
4 days ago
Revvity presents 2026 guidance and strategic priorities
RVTY
Guidance Update
Share Buyback
Product Launch
  • Portfolio split: Revvity is a $3 billion business, equally weighted between life sciences and diagnostics, with ~85% recurring revenue and a long‐range organic growth target of 6%–8%.
  • 2026 guidance: Revenue of ~$3 billion, 2%–3% organic growth, and an 28% adjusted operating margin (≈100 bps expansion), driving high single-digit EPS growth.
  • Four growth pillars: 1) Software innovation (Xynthetica launched Q4 2025; BioDesign and Signals LabGistics due H2 2026), 2) integrated life sciences/diagnostics partnerships (e.g., Sanofi T1D, Genomics England), 3) GMP reagents pipeline acceleration, and 4) U.S. immunodiagnostics expansion toward a 40% market share.
  • Operational excellence: Achieved ~90% free cash flow conversion (vs. 70% pre-Revvity), repurchased nearly 10% of shares since 2023, and plans ~100 bps margin expansion in 2026 via headcount, supply chain, and footprint synergies.
4 days ago
Revvity outlines transformation, growth pillars and 2026 guidance at Raymond James conference
RVTY
Guidance Update
  • Revvity reported a $3 billion portfolio split 50% life sciences/50% diagnostics with 85% recurring revenue, following its March 2023 launch and analytical business divestiture.
  • Management highlighted four growth pillars: software innovation (Xynthetica, BioDesign, Signals LabGistics), integrated life sciences-diagnostics partnerships (e.g., Sanofi T1D, Genomics England), GMP reagents capacity build-out and US immunodiagnostics expansion.
  • For 2026, Revvity targets $3 billion revenue, 2–3% organic growth, 28% adjusted operating margin and high-single-digit EPS growth.
  • Plans include ~100 bps margin expansion in 2026 and further 2027 leverage via productivity initiatives (headcount optimization, supply chain synergies, footprint consolidation).
4 days ago
Revvity reports Q4 2025 results
RVTY
Earnings
Guidance Update
Share Buyback
  • Revvity beat Q4 expectations with $1.70 adjusted EPS (FY $5.06, +3% YoY)
  • Q4 organic revenue growth of 4% (7% diagnostics, flat life sciences); FY organic growth 3%
  • Q4 adjusted operating margin 29.7%; generated $162 M free cash flow (84% conversion), FY $515 M FCF (87% conversion); net debt/EBITDA 2.7×
  • Repurchased $800 M of shares in 2025 (over $1.5 B since mid-2023), reducing share count by 8.5 M
  • Acquired ACD/Labs adding $20 M revenue (~75 bps growth); 2026 guidance: 2–3% organic growth, revenue $2.96–$2.99 B, adjusted EPS $5.35–$5.45, margin 28%
Feb 2, 2026, 1:00 PM
Revvity reports Q4 2025 results and 2026 outlook
RVTY
Earnings
Guidance Update
Share Buyback
  • Revenue of $772 million in Q4 2025 (+4% organic), driven by 7% diagnostic growth and flat life sciences
  • Q4 adjusted EPS of $1.70, boosting full-year adjusted EPS to $5.06 alongside 3% organic full-year growth on $2.86 billion revenue
  • Reiterated 2026 organic growth guidance of 2–3%, with expected revenue of $2.96 billion–$2.99 billion and adjusted EPS of $5.35–$5.45
  • Repurchased >$800 million of shares in 2025 (including $168 million in Q4), reducing share count by 8.5 million; total buybacks since mid-2023 exceed $1.5 billion
  • Closed ACD/Labs acquisition, expected to add ~$20 million in 2026 revenue (+75 bps growth) ; introduced AI platform Signals Synthetica to accelerate drug R&D workflows
Feb 2, 2026, 1:00 PM
Revvity reports Q4 2025 results and issues 2026 guidance
RVTY
Earnings
Guidance Update
  • Revvity delivered Q4 2025 revenue of $772 M (+6% y/y), adjusted operating margin of 29.7%, EPS of $1.70 (+20% y/y) and free cash flow of $162 M.
  • For FY 2025, revenue was $2.856 B (+4% y/y), adjusted operating margin 27.1%, EPS $5.06 (+3% y/y) and free cash flow $515 M.
  • Diagnostics led segment growth, with immunodiagnostics organic revenue up +7% y/y and reproductive health posting mid-single-digit growth, though margins were pressured by tariffs and FX.
  • 2026 guidance calls for revenue of $2.968–2.99 B (+4–5%), adjusted operating margin ~28% and EPS of $5.35–5.45.
Feb 2, 2026, 1:00 PM
Revvity announces Q4 2025 results
RVTY
Earnings
Guidance Update
Share Buyback
  • Revvity delivered Q4 revenue of $772 million (+4% organic) and adjusted EPS of $1.70, exceeding guidance; for the full year, organic growth was 3% and adjusted EPS was $5.06.
  • Diagnostics segment organic growth was 7% in Q4, led by reproductive health and immunodiagnostics, while life sciences organic growth was flat.
  • The company reiterated 2026 guidance of 2–3% organic growth, revenue of $2.96 billion–$2.99 billion, and adjusted EPS of $5.35–$5.45 with a 28% operating margin target.
  • In 2025, Revvity repurchased over $800 million of shares (8.5 million shares), bringing total buybacks since mid-2023 to $1.5 billion (15 million shares).
  • Completed the acquisition of ACD/Labs in mid-January (adding ~$20 million revenue) and launched the AI platform Signals Synthetica to enhance its software offerings.
Feb 2, 2026, 1:00 PM